SEMINAR: Exit Stage Right's Exit Strategies

Description

SEMINAR:
EXIT STAGE RIGHT'S EXIT STRATEGIES

WHEN: THURSDAY, FEB. 23, 2012, 1:00 PM
WHERE: 1871 THE ALAMEDA, SAN JOSE, CA. NEAR W. HEDDING ST.
PRESENTERS: Jeanne Smith,
FREE ADMISSION
TOPIC: Exit Strategies Program
An estate is like a jigsaw puzzle. The legal and financial pieces are imperative, but they are the tip of the iceberg of information needed at a time of crisis.
"There is a direct correlation between how a family is prepared for crisis and loss and how well the family unit survives."©1992
All too often, the family heirs end up not speaking to each other, and the trustee/executor is left with a mess to handle. Is that the legacy that you want to leave or receive?
One of the greatest gifts you can give your family NOW is to write down the information they will need to help if you should become incapacitated or when you die. Creating a family resource guide eases the job of the care giver and the estate administrator. The information is at your fingertips and in your head - it will not be so for them! Jeanne will share how an easy this process can be.
You will leave with new perspectives from 20 years in the field as a professional estate organizer, and Jeanne's signature story is a call to action.

JEANNE SMITH is an Estate Organization Expert, and has a unique practice combining professional speaking and professional organizing. Her specialty, which she pioneered in l992, focuses on end of life issues. She created a system for estate organization, and offers consulting and hands-on assistance to trustees, or executors with the estate paperwork, management and distribution of the physical estate. On the speaking side of the business, she offers keynote presentations, workshops and training in the professional organizing field.

Jeanne has been featured in the AARP Magazine, Professionally Speaking, Kiplinger's Money Magazine, The Wall Street Journal, and Angie's List Magazine. Jeanne is the Immediate Past- President of the Northern California Chapter of the National Speakers Association and is on the Planned Giving Council for the El Camino Hospital Foundation. She is also a Past-President of the San Francisco-Bay Area Chapter of National Association of Professional Organizers (NAPO).

PLEASE RSVP TO:
SKIP FRENZEL OF AGAPE LONG TERM CARE
408-984-6661, WWW.AGAPELTC.COM, [email protected]

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